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Holly Foss D'ANnunzio

Aerie Advisory Group LLC

Gig Harbor, WA

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Current Employers
Aerie Advisory Group Llc

3025 Harborview Drive, Gig Harbor, WA 98335 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-22
  • WA RA
    APPROVED
    Since 2026-07-22

Branch Locations

3025 Harborview Drive, Gig Harbor, WA 98335 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D'ANnunzio Consulting Group, Llc Tacoma WA 06/2007 06/2026
Aerie Advisory Group, Llc Gig Harbor WA 06/2026 Present
Previous Registrations
Other Businesses

(1) MEMBER OF PRIVATE LIMITED LIABILITY COMPANIES FORMED TO HOLD FAMILY REAL ESTATE. SHADOW LAKE HOLDINGS, LLC; CONNOR CREEK FOREST MANAGEMENT, LLC; SHADOW LAKE HOLDINGS II LLC; DTA SEATTLE, LLC; TRIANGLE PACIFIC LLC; OLD TOWN BLACK DIAMOND LLC. MAILING ADDRESS 621 PACIFIC AVE SUITE 216 TACOMA WA 98402.TIME COMMITMENT IS AFTER TRADING HOURS AND APPROXIMATES 600 HOURS/YEAR INCLUDING EVENINGS AND WEEKENDS. (2) MEMBER OF CO-STARS GLOBAL RESEARCH LLC WHICH IS A SINGLE MEMBER WASHINGTON LLC FORMED TO PROVIDE INVESTMENT MANAGER RESEARCH. ADDRESS 621 PACIFIC AVE SUITE 216, TACOMA, WA 98402. DUTIES INCLUDE SUPERVISION OF RESEARCH PROCESS, AND ALL MANAGEMENT RESPONSIBILITIES. START DATE 07/2007. APPROXIMATELY 20 HOURS PER MONTH DEVOTED TO THIS BUSINESS AFTER TRADING HOURS. (3) Holly Foss D'Annunzio is the manager of a VRBO short-term rental property, spending a few hours on weekends overseeing.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-06-01
S63 Uniform Securities Agent State Law Examination 1992-01-22
  • S65 Uniform Investment Adviser Law Examination
    1993-06-01
  • S63 Uniform Securities Agent State Law Examination
    1992-01-22
Designations
Other Names
  • Holly Foss
  • Holly Mildred Foss
  • Holly Foss Dannunzio
  • Holly M Foss

View on SEC IAPD

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